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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
43
2
2
1
1
0
28
1
1
WELLESLEY INVESTMENT PARTNERS LLC

Time Period2019-03-31

Total Holdings120

Total Value ($x1000)291,590
Activities
New7

Increased13

Unchanged10

Decreased90

Sold Out7

Top 10 Stock Holdingstotal 65.31%
IVV9.66

VEA9.33

BSV9.04

IEF8.13

IJH7.42

 
AGG5.93

SCPB5.03

SCHD4.31

VWO3.93

QQQ2.53

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
9.66%
CORE S&P500 ETF
VEA
9.33%
FTSE DEV MKT ETF
BSV
9.04%
SHORT TRM BOND
IEF
8.13%
7-10 Y TR BD ETF
IJH
7.42%
CORE S&P MCP ETF
AGG
5.93%
CORE TOTUSBD ETF
SCPB
5.03%
BARC SHT TR CP
SCHD
4.31%
US DIVIDEND EQ
VWO
3.93%
FTSE EMR MKT ETF
QQQ
2.53%
UNIT SER 1
VTI
2.39%
TOTAL STK MKT
IAU
2.28%
ISHARES
VIG
1.53%
DIV APP ETF
SPY
1.39%
TR UNIT
MSFT
0.84%
COM
SPLV
0.76%
S&P500 LOW VOL
JPM
0.66%
COM
AAPL
0.64%
COM
VZ
0.55%
COM
MA
0.55%
CL A
CSCO
0.53%
COM
BIL
0.51%
SPDR BLOOMBERG
UNP
0.51%
COM
BA
0.51%
COM
ACN
0.5%
SHS CLASS A
PG
0.5%
COM
PFE
0.49%
COM
DIS
0.46%
COM DISNEY
HD
0.45%
COM
UTX
0.44%
COM
HON
0.41%
COM
AVGO
0.4%
COM
MCD
0.4%
COM
TEL
0.4%
REG SHS
VFC
0.4%
COM
AMGN
0.39%
COM
QCOM
0.38%
COM
STOR
0.37%
COM
DWDP
0.37%
COM
PEP
0.36%
COM
CB
0.36%
COM
RHP
0.35%
COM
BR
0.35%
COM
MGP
0.34%
COM
MCHP
0.34%
COM
CVS
0.33%
COM
PSX
0.33%
COM
RCL
0.32%
COM
STT
0.32%
COM
JNJ
0.32%
COM
EXC
0.32%
COM
ENB
0.31%
COM
CFG
0.31%
COM
GILD
0.31%
COM
DAL
0.31%
COM NEW
GM
0.31%
COM
RDS/B
0.3%
SPON ADR B
CNP
0.3%
COM
MDLZ
0.29%
CL A
LYB
0.29%
SHS - A -
VEU
0.29%
ALLWRLD EX US
ADP
0.27%
COM
AMP
0.27%
COM
PNC
0.26%
COM
SNY
0.25%
SPONSORED ADR
SHV
0.24%
SHRT TRS BD ETF
C
0.24%
COM NEW
NKE
0.23%
CL B
RTN
0.22%
COM NEW
IVOO
0.21%
MIDCP 400 IDX
XOM
0.21%
COM
TPR
0.2%
COM
INTC
0.2%
COM
MRK
0.18%
COM
SYK
0.18%
COM
BRK.B
0.17%
CL B NEW
MMM
0.16%
COM
ESGD
0.14%
MSCI EAFE ESG
APD
0.14%
COM
DEO
0.14%
SPON ADR NEW
GOOG
0.14%
CAP STK CL C
ITW
0.13%
COM
PWV
0.13%
DYNMC LRG VALU
WFC
0.12%
COM
QUAL
0.12%
MSCI USA QLT FAC
GSLC
0.11%
EQUITY ETF
IWM
0.11%
RUSSELL 2000 ETF
ACWX
0.11%
MSCI ACWI US ETF
V
0.11%
COM CL A
ITR
0.11%
INTR TRM CORP BD
PRF
0.11%
FTSE RAFI 1000
ABT
0.1%
COM
AMZN
0.1%
COM
BMY
0.1%
COM
TXN
0.1%
COM
CVX
0.1%
COM
BAC
0.1%
COM
EFAV
0.1%
EAFE MIN VOL ETF
LMT
0.09%
COM
SBUX
0.09%
COM
DHR
0.09%
COM
CSX
0.09%
COM
GOOGL
0.09%
CAP STK CL A
GLD
0.09%
GOLD SHS
MDT
0.08%
SHS
LLY
0.08%
COM
ABBV
0.08%
COM
VLO
0.08%
COM
MMC
0.08%
COM
WM
0.08%
COM
CL
0.08%
COM
CMCSA
0.08%
CL A
VB
0.08%
SMALL CP ETF
KO
0.08%
COM
ETN
0.08%
SHS
UL
0.07%
SPON ADR NEW
SJM
0.07%
COM NEW
EMR
0.07%
COM
BND
0.07%
TOTAL BND MRKT
RBS
0.02%
SPONS ADR 20 ORD
AMT
0.1%
COM
NEE
0.1%
COM
TJX
0.1%
COM
UNH
0.09%
COM
INTU
0.08%
COM
KHC
0.08%
COM
USB
0.08%
COM NEW